Fund Financer News’ Post

How have stubbornly high interest rates impacted lending to RIA firms for M&A and other growth initiatives? And equally important, how have changing financing trends affected how loans are deployed in broader RIA capital structures? Dustin Mangone of PPC LOAN, James Hughes of Live Oak Bank and Derek J. Bruton of Gladstone Associates, LLC share their insights on key issues that are transforming the lender-borrower landscape across the wealth management industry in the latest issue of Wealth Solutions Report. Check out the story here!

📢 Exciting announcement! We've expanded our product range to include Asset Finance, offering even more support to brokers and their clients. The positive feedback since the launch speaks volumes about the impact it will have on our broker community. 👉 To help you navigate this avenue, we're hosting a product clinic on Friday, February 9th at a range of times. Sign up here: https://lnkd.in/eNMsxyCG Don't miss out on this great opportunity to elevate your expertise! #ad #assetfinance #finance #specialistfinance #specialistlending #specialist #TheLoansEngine

Simply Asset Finance Secures £120m Loan Facility From Bank of America Stefan Wolvaardt, Simply Asset Finance CFO, said: “This level of commitment from the Bank of America marks a significant milestone for us at Simply. Identifying us as a key growth partner within the Asset Finance market is testament to the strength of our approach to business lending. We’ve created a digital path to finance through our industry-leading technology paired with our team of experts which sets us apart. “With the potential to grow this facility even further, Simply’s offering will be core to Asset Finance provision across the UK, allowing businesses to realise their potential, grow and thrive.” https://lnkd.in/eAW-eUtc Andrei Cotonet #fintech #finance #banking #paytech #payments #fintechnews #paymentsnews

Discover the simplicity of securing a loan with Manage Your Loans. Our intuitive technology streamlines the entire process, offering a hassle-free experience from application to approval. We're committed to guiding you smoothly through every step of your financial journey. Explore our user-friendly platform today and see how we're changing the game in loan management. For more information, visit our website at www.manageyourloans.com.au #FinancialSolutions #MortgageTips #LoanAdvice #HomeOwnership #InvestmentProperty #BusinessFinancing #FinanceTechnology #PersonalFinance #FinancialFreedom #RealEstateInvesting #homeloans #investmentloans #carloans #businessloans #personalloans #mortgages #assetfinance #personalfinance #businessfinance Jayde Mulholland Andrew Carey Josh Payne Peta Siebert Luke Calderon Interetail.au

One of the most essential tools in the underwriter’s toolbox, cash flow analysis, focuses on the inflow and outflow of cash to paint a dynamic and comprehensive picture of an individual’s financial health. Lenders can leverage cash flow analytics to avoid miscalculations in debt capacity and better detect emerging portfolio risks. Read all about it: https://lnkd.in/grRSdaeZ Lenders, do you find that cash flow analytics are beneficial for any specific borrower profiles? Let me know in the comments! ⬇️ #lending #fintech

One of the most essential tools in the underwriter’s toolbox, cash flow analysis, focuses on the inflow and outflow of cash to paint a dynamic and comprehensive picture of an individual’s financial health. Lenders can leverage cash flow analytics to avoid miscalculations in debt capacity and better detect emerging portfolio risks. Read all about it: https://lnkd.in/eds9_kV2 Lenders, do you find that cash flow analytics are beneficial for any specific borrower profiles? Let me know in the comments! ⬇️ #lending #fintech

Breaking New Ground in Subscription Credit: What Goldman Sachs’ $500 Million Securitization Means for Fund Finance Goldman Sachs has made history with the first-ever publicly-rated, broadly syndicated securitization of subscription credit lines, opening a new chapter in the fund finance industry. Here’s why this milestone matters: 🔑 A New Liquidity Tool: Goldman’s $500 million securitization allows it to offload subscription lines from its balance sheet, freeing up its lending capacity and potentially injecting fresh liquidity into a market that has grown rapidly over the years. 🔍 Rated Transparency: By securitizing and publicly rating these instruments, this move provides a new level of transparency and credibility to a market that has been mostly private, making subscription credit lines more attractive to institutional investors such as insurance companies and asset managers. 📈 Competitive Potential: If this structure becomes more widespread, it could attract third-party capital, potentially reducing costs and improving the availability of subscription credit for general partners managing private equity, real estate, and private credit funds. While this breakthrough transaction is primarily a proof of concept, it signals a potential shift toward greater liquidity and competition in the subscription line market. As more banks explore similar strategies, the fund finance ecosystem could evolve to offer more flexible options for GPs and greater market participation from a wider range of investors.

Check out BMO's Q3 Transaction Trends courtesy of our Sponsor Finance colleagues. Sponsor Fund Lending gets a shoutout in the back half so keep reading for a good overview of our team, our product, and how we provide fund finance solutions to the #MiddleMarket. #BMO #PrivateEquity

Majority believe that assisting clients with asset purchases will present the most significant opportunity this year, followed by cash flow options and engaging with more flexible facilities, while debt consolidation assistance was chosen by only a small percentage of brokers. However, brokers identified accessing finance in challenging economic times as the biggest challenge for clients this year, followed by managing cash flow. Read more: #MortgageBroker #HomeLoans #MortgageLender #PropertyFinance #RealEstateLoans #HomeBuyer #Refinance #FirstTimeHomeBuyer #MortgageAdvice #FinanceTips #InvestmentProperty #PropertyMarket #HomeOwnership #PropertyInvestment #HomeLoanRates #HomeBuyerTips #MortgageSpecialist #HomeFinance #LoanOptions #PropertySales #Loanscope

Discover the secret weapon of successful investors - private money lending! Our latest blog explores the countless advantages of this powerful tool and how it can supercharge your projects. With insider tips and strategies, you will unlock the key to funding your projects faster than before. Read our blog now for everything there is to know about private money lending. #PrivateMoneyLending #HardMoney #RealEstateFinance #InvestmentStrategies #WealthManagement #AlternativeInvestments #PrivateEquity #InvestmentInsights #PrivateFunding